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Wells Fargo

2,616 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,062 increasing their positions, 948 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.73% less ownership

Funds ownership: 76.2%74.47% (-1.7%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.05B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.05B
Net Calls
Net Calls Change

Top Buyers

1 +$647M
2 +$468M
3 +$375M
4
JP Morgan Chase
JP Morgan Chase
New York
+$356M
5
Morgan Stanley
Morgan Stanley
New York
+$340M
Name Holding Trade Value Shares
Change
Change in
Stake
VW
451
Veridan Wealth
Oregon
$11.5M
GT
452
Glenview Trust
Kentucky
$11.5M
TAM
453
Tocqueville Asset Management
New York
$11.5M
HWM
454
HB Wealth Management
Georgia
$11.4M
Nomura Holdings
455
Nomura Holdings
Japan
$11.4M
DS
456
DRW Securities
Illinois
$11.4M
LOAMS
457
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.3M
FNBT
458
FineMark National Bank & Trust
Florida
$11.2M
IG
459
ING Group
Netherlands
$11.1M
PL
460
Parkwood LLC
Ohio
$11.1M
DILIC
461
Dai-ichi Life Insurance Company
Japan
$11M
NEAM
462
New England Asset Management
Connecticut
$11M
Hudson Bay Capital Management
463
Hudson Bay Capital Management
Connecticut
$11M
KPWS
464
Kestra Private Wealth Services
Texas
$11M
TW
465
TritonPoint Wealth
Maryland
$11M
PS
466
Principal Securities
Iowa
$11M
MHIC
467
Marble Harbor Investment Counsel
Massachusetts
$10.9M
LPT
468
Legacy Private Trust
Wisconsin
$10.9M
EF
469
Empirical Finance
Pennsylvania
$10.8M
SAM
470
Synergy Asset Management
Washington
$10.7M
HI
471
Horizon Investments
North Carolina
$10.7M
BCM
472
Blume Capital Management
California
$10.7M
GAM
473
Groupama Asset Management
France
$10.7M
Envestnet Portfolio Solutions
474
Envestnet Portfolio Solutions
Illinois
$10.6M
YAM
475
Yacktman Asset Management
Texas
$10.6M